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Power and Renewables reports
Fuelling AI's Appetite: Benchmarking US thermal generation portfolios
As power demand from AI data centres accelerates, US thermal generators are racing to expand gas capacity and secure long-term hyperscaler partners...
Hydrogen can replace data centre diesel backup - but not everywhere
Diesel remains the dominant backup solution, but growing grid constraints, interconnection delays, and community pushback are exposing limitations ...
NYMEX sensitivity case developed from the Mexico gas, power and renewables Strategic Planning Outlook 2026
This “NYMEX” case represents the use of the New York Mercantile Exchange futures gas prices and the impact on Mexico’s power sector’s long-term out...
Middle East conflict scenarios: implications for European power markets
The fragile ceasefire has provided some hope and a degree of respite. Negotiations remain unresolved, hostilities have not ceased, and flows of oil...
Europe energy prices: June 2026
The Europe energy prices report provides a comprehensive outlook for fuels, carbon and power prices in Europe to 2060. European energy prices face ...
Mexico gas, power and renewables strategic planning outlook 2026
Mexico's gas and power markets enter a period of regulatory revitalisation in 2026. Since the LESE came into force in March 2025, authorities have ...
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